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State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
201
Bay Colony Advisors
Massachusetts
$412K +$48.4K +488 +13%
PWM
202
Perigon Wealth Management
California
$412K +$6.25K +63 +2%
CP
203
Castleview Partners
Texas
$384K -$15K -151 -4%
MSAM
204
Moloney Securities Asset Management
Missouri
$382K +$18.6K +187 +5%
SWM
205
Stapp Wealth Management
Washington
$378K – – –
SL
206
Salomon & Ludwin
Virginia
$367K – – –
MBI
207
May Barnhard Investments
Maryland
$364K -$48.6K -490 -12%
ORC
208
O'Rourke & Company
Massachusetts
$357K +$136K +1,367 +61%
SWA
209
Sightline Wealth Advisors
Connecticut
$351K -$2.28K -23 -0.6%
PA
210
Parallel Advisors
California
$343K -$8.95M -90,204 -96%
MWM
211
Modern Wealth Management
Kansas
$341K +$893 +9 +0.3%
NCM
212
Northwest Capital Management
Oregon
$340K -$97.5K -982 -22%
PWG
213
Portside Wealth Group
Utah
$339K -$52.6K -530 -13%
NF
214
NavPoint Financial
Minnesota
$335K -$122K -1,232 -27%
GRP
215
Global Retirement Partners
California
$321K -$2.48K -25 -0.8%
HWP
216
Highline Wealth Partners
California
$318K -$63.5K -640 -17%
PI
217
PFG Investments
New York
$304K +$9.93K +100 +3%
RWP
218
Ridgeline Wealth Planning
Ohio
$298K +$298K +3,004 New
NG
219
Novem Group
New York
$293K +$294K +2,960 New
ACS
220
Archford Capital Strategies
Illinois
$286K +$287K +2,888 New
BFWM
221
Bright Futures Wealth Management
New York
$277K +$277K +2,788 New
FIM
222
Freedom Investment Management
Connecticut
$270K -$16.3K -164 -6%
BPA
223
Beacon Pointe Advisors
California
$267K +$9.43K +95 +4%
SG
224
StoneX Group
New York
$255K -$31.8K -320 -11%
VPP
225
Vertex Planning Partners
Illinois
$255K -$55K -554 -18%
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